Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,161 | $101,653-78.2% | $147,080-84.9% | $74,459-70.2% |
| Participation rate | 71.9% | 75.6%-3.6pp | 82.2%-10.3pp | 67.2%+4.7pp |
| Annual return | 15.76% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $1,041 | $3,813-72.7% | $4,933-78.9% | $2,626-60.4% |
| Participant deferral / active EE | $2,708 | $7,304-62.9% | $8,066-66.4% | $4,350-37.7% |
| Admin fee / account holder | $3,228 | $1,752+84.3% | $12,989-75.1% | $1,945+66.0% |